CIM

CIM Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$1.03M
4
MNST icon
Monster Beverage
MNST
+$816K
5
DIS icon
Walt Disney
DIS
+$788K

Top Sells

1
+$12.4M
2
+$1.55M
3
+$1.09M
4
LRCX icon
Lam Research
LRCX
+$1.04M
5
PYPL icon
PayPal
PYPL
+$806K

Sector Composition

1 Financials 11.65%
2 Technology 10.41%
3 Healthcare 9.67%
4 Industrials 8.88%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$589K 0.21%
3,133
-3,226
127
$587K 0.21%
10,628
-165
128
$584K 0.21%
+5,054
129
$582K 0.21%
+4,727
130
$579K 0.21%
30,214
+18,303
131
$578K 0.21%
6,916
-117
132
$573K 0.2%
3,009
-51
133
$570K 0.2%
33,067
-1,041
134
$565K 0.2%
50,476
-744
135
$563K 0.2%
+8,636
136
$561K 0.2%
13,017
+6,696
137
$557K 0.2%
6,741
-115
138
$556K 0.2%
7,273
+2,420
139
$555K 0.2%
9,521
-9,815
140
$553K 0.2%
8,454
+2,541
141
$551K 0.2%
14,490
-904
142
$549K 0.2%
12,850
-220
143
$547K 0.19%
5,226
-5,393
144
$541K 0.19%
29,442
-917
145
$536K 0.19%
13,006
-404
146
$536K 0.19%
11,202
-188
147
$535K 0.19%
23,501
+13,420
148
$534K 0.19%
6,815
-111
149
$531K 0.19%
6,865
-218
150
$530K 0.19%
13,759
-434
4 5
6
7 8